Benjamin Seth Lewinter
Investment adviser representative at Lewinter Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$162.5MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Lewinter Wealth Advisors, LLCApr 2026 to now
- Palantir TechnologiesApr 2026 to now
- Capital OneFeb 2020 to Mar 2026
- FiservJun 2019 to Sep 2019
- Columbia EngineeringSep 2018 to Dec 2019
- AccentureSep 2016 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Lewinter Wealth Advisors, LLC
$162.5MAssets managed
85Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8266397
- Firm CRD
- 155921